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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
276
Verition Fund Management
Connecticut
$844K -$180K -814 -17%
AAM
277
Azzad Asset Management
Virginia
$837K +$61.3K +278 +7%
I
278
InceptionR
California
$831K +$513K +2,326 +141%
CB
279
Commerce Bank
Missouri
$830K +$71K +322 +9%
IWC
280
Integrated Wealth Concepts
Massachusetts
$817K +$862K +3,906 New
TC
281
TownSquare Capital
Utah
$811K +$427K +1,937 +100%
PAM
282
Panagora Asset Management
Massachusetts
$798K +$330K +1,498 +65%
OAM
283
Ostrum Asset Management
France
$791K +$834K +3,783 New
DZ Bank
284
DZ Bank
Germany
$782K +$91.3K +414 +12%
PP
285
Prudential plc
United Kingdom
$772K +$1.32K +6 +0.2%
Mariner
286
Mariner
Kansas
$755K +$20.5K +93 +3%
Swedbank
287
Swedbank
Sweden
$750K -$2.3M -10,432 -74%
Allspring Global Investments
288
Allspring Global Investments
North Carolina
$750K -$1.99M -9,030 -72%
VIG
289
Vienna Insurance Group
Poland
$723K +$762K +3,455 New
UCFA
290
United Capital Financial Advisors
Texas
$704K -$41.5K -188 -5%
MIA
291
MainStreet Investment Advisors
Illinois
$700K +$6.18K +28 +0.8%
CWA
292
CM Wealth Advisors
Ohio
$693K +$742K +3,365 New
IIM
293
INTECH Investment Management
Florida
$691K -$724K -3,284 -50%
VI
294
Versor Investments
New York
$690K -$1.54M -6,961 -68%
DEA
295
DoubleLine ETF Adviser
Florida
$682K +$85.6K +388 +14%
MM
296
MQS Management
New York
$676K +$713K +3,231 New
HGWM
297
Horst & Graben Wealth Management
Oregon
$673K
DCM
298
Dupont Capital Management
Delaware
$671K -$803K -3,640 -53%
MCCP
299
Mission Creek Capital Partners
California
$645K +$185K +837 +37%
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$642K +$13K +59 +2%